Our Answer is YES!
You ask a question, we get the right answer. You have a problem, we help find a solution. Seems simple, but it’s not. Personal finances can be complicated, and delicate. When our clients need help, we strive to exceed expectations and overcome obstacles.
You are never alone, and you are NEVER just a number.
At Charter Trust, we are there for you – to help you buy, or sell, a house…to purchase a new vehicle…to become as much a part of the family as you'd like. It’s not uncommon for us to drive our clients to the doctor, or travel around the world with them. Whatever you need, we’re here for you.
We are available on YOUR schedule.
Do you expect your investment manager to be available around the clock? Look no further! At Charter Trust, we have wealth advisors and portfolio managers who are available 24/7, and who will give their clients a direct line to reach them whenever the need arises.
Our firm is YOUR firm.
Charter Trust is uniquely sized to provide the best of all worlds. As the largest, independently owned and privately held trust and investment management firm in Northern New England, we are large enough to have the depth of knowledge and experience you require. But we are small enough to provide a personal experience to our clients. Our old world standards and values set us apart, and are the reasons our loyal employees average 10 years with Charter Trust.
The Facts About Compensation
Ever wonder how your investment manager or financial advisor gets paid? At Charter Trust, our compensation is based on a percentage of the assets we manage. So when you make money, we make money. We don’t receive commissions, so we don’t make unnecessary trades. In some cases, less really is more. Our investment professionals are accountable to our clients – they live and work in the communities we serve – and they live with the decisions they make just as our clients do.
At the heart of it all is communication.
Does your financial advisor really listen to you? At Charter Trust, communication starts with the person who answers the phone. You won’t get a complicated computerized voice-activated system; you’ll get a live person. You’ll have direct numbers to the people you need to reach. We pride ourselves on educating – through personal meetings, radio shows, briefings, etc. – and we deliver investment advice in plain English. We will never try to squeeze you into a box. Instead, we’ll help you figure out what you need, and how to get it.
Resources & Connections
We know it doesn’t stop at investments. Our clients need help with their taxes, estate planning, legal needs, and other matters. And we’ve got the connections they need. From our in-house CPAs and tax professionals to our network of lawyers and other professionals, we can help you find the services you need. And we won’t stop there. We will work hand-in-hand with the outside professionals you select, rounding out the elite professional team you deserve.
It goes without saying – experience is key in the investment management business. Our investment officers average nearly 23 years of experience in the industry, our employees have been with Charter Trust an average of 10 years, and combined, we’ve got upwards of 750 years of experience in our industry. Now that’s experience!
Many Charter Trust clients have philanthropic goals, and many have private family foundations. We can help you set up and manage your foundation, and establish a family legacy. We’ve traveled the world with Charter Trust client foundations, helping to ensure the work being done on behalf of the foundation matches our client’s intention.
Review, Re-evaluate, Reallocate
Investment management is a full-time job for experts. We know it’s vital to consistently review our clients’ portfolios. At Charter Trust, we understand how important it is to look at the whole picture. An accurate asset allocation can only be achieved by knowing about all the assets our clients hold, whether those assets are with Charter Trust or not! Only by doing this can we make sure you are properly invested for your goals, and all of your eggs are truly NOT in one basket.
This is just a taste of what sets Charter Trust apart. To truly experience The Charter Trust Difference, come in. Meet with us, talk to us, and get to know us. You’ll be glad you did, and so will we.